YTD Field on Territory Specific Field (TSF) Object - Not Resetting Each Year in CRM
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Updated October 12, 2017 19:27

Overview:

The YTD Call field on the Territory Specific Field (TSF) object does not automatically reset at the beginning of a new year in CRM.

Root Cause:

Works as designed. The TSF object is maintained by triggers. Therefore, the values do not automatically reset each year.

Solution:

Several options are available for zeroing out the YTD Call field:

Use Dataloader to reset the field to 0.

Create an Apex job to reset the field at the beginning of each year.

The YTD Call field automatically updates for accounts when a call from the new year is added.

Related Documentation:

N/A

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